Filings through .
Filed January 3, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TWG BENEFITS, INC.7 years Service code 64 · EIN 36-4028918 400 SKOKIE BLVD., STE 415 · NORTHBROOK, IL 60062 | Recordkeeping Fees | $20,211 |
Service code 13 · EIN 31-1585572 2176 HEWITT AVE, STE A · KETTERING, OH 45440 | Contract Administrator | $18,161 |
SOUND CONSULTING SERVICES3 years Filed as: SOUND FINANCIAL INVESTMENT MGMT Service code 16 · EIN 16-1639772 320 JAMES BOHANAN MEMORIAL DR. · VANDALIA, OH 45377 | Consulting | $12,500 |
IRONSHORE FINANCIAL, LLC7 years Service code 51 · EIN 82-5023101 411 WALNUT STREET, #16760 · GREEN COVE SPRINGS, FL 32043 | Investment Mgmt Fees | $7,250 |
11 funds of $250K or more; 20 lines in all, holding $11.4M of the plan's $11.4M. From the 2025 filing. Recordkeeper: TWG Benefits.
Target-date series: American Funds Target Date, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $9.5M | 83.5% |
| Vanguard Group Inc. Vanguard Federal Money Market Fund Vanguard · Money market | $424K | 3.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $366K | 3.2% |
| The Vanguard Group, Inc. Wellington Fund Vanguard · Mutual fund | $262K | 2.3% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $123K | 1.1% |
| Dodge & Cox Global Bond Fund Dodge & Cox · Mutual fund | $118K | 1.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $111K | 1.0% |
| New World Fund Inc Capital Group · Mutual fund | $98K | 0.9% |
| Schwarb Treasury Inflation Protected Securities Index Fund Manager not matched · Mutual fund Index | $82K | 0.7% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $67K | 0.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.